Top Institutional Investors

Ridgewood Investments LLC — 13F Holdings & Portfolio

CIK 1703556 · latest 13F-HR filed 2026-08-03

Backtest portfolio

Ridgewood Investments LLC manages $267.2M in 13F-reported U.S. long-equity assets across 208 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (8.74%), GOOGL (3.43%), SGOV (2.22%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 13, added to 109, and trimmed 60.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
623 MORRIS AVENUE
SPRINGFIELD, NJ 07081
Phone
(973) 544-6970
Filing Manager
Ridgewood Investments LLC
SPRINGFIELD, NJ
Signatory
Lydia Moore
Compliance Consultant
Loading holdings…
AUM

$267.2M

Long-equity book

Holdings

208

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+13 / −13 / ↑109 / ↓60

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$1.5M +19.4%
  • NVIDIA CORPORATION$1.3M +80.9%
  • ALIBABA GROUP HLDG LTD$1.0M +237.9%
  • UNITED MICROELECTRONICS CORP$883.3K +194.0%
  • MOSAIC CO$730.2K +159.9%
Show all 109 →

Top Trims

  • MICROCHIP TECHNOLOGY INC.-$970.9K -48.0%
  • TARGET CORP-$861.7K -52.7%
  • VANGUARD BD INDEX FDS-$814.8K -14.9%
  • CLOROX CO DEL-$668.2K -38.7%
  • EXXON MOBIL CORP-$521.5K -43.2%
Show all 60 →

New Positions

  • VANGUARD BD INDEX FDS$1.5M
  • TRACTOR SUPPLY CO$1.3M
  • SCHWAB STRATEGIC TR$1.1M
  • ABBOTT LABORATORIES$740.8K
  • SYSCO CORP$423.6K
Show all 13 →

Exited Positions

  • LAM RESEARCH CORP$473.7K
  • ASML HOLDING N V$348.7K
  • FEDEX CORP$284.6K
  • CAVA GROUP INC$261.5K
  • ROBLOX CORP$255.1K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $23.4M 8.74% 46,686 SH
2 ALPHABET INC GOOGL 02079K305 $9.2M 3.43% 25,632 SH
3 ISHARES TR SGOV 46436E718 $5.9M 2.22% 59,037 SH
4 VANGUARD INDEX FDS VOO 922908363 $4.8M 1.80% 6,984 SH
5 VANGUARD BD INDEX FDS BSV 921937827 $4.6M 1.74% 59,535 SH
6 ALPHABET INC GOOG 02079K107 $4.4M 1.65% 12,464 SH
7 SPDR SERIES TRUST FLRN 78468R200 $4.3M 1.60% 138,864 SH
8 VANGUARD INDEX FDS VO 922908629 $4.2M 1.56% 51,848 SH
9 VANGUARD INTL EQUITY INDEX F VT 922042742 $4.1M 1.53% 26,088 SH
10 ISHARES TR SHV 464288679 $4.0M 1.50% 36,318 SH
11 VANGUARD INDEX FDS VB 922908751 $4.0M 1.49% 13,121 SH
12 MARKEL GROUP INC MKL 570535104 $3.7M 1.40% 1,919 SH
13 SCHWAB STRATEGIC TR SCHB 808524102 $3.4M 1.26% 116,689 SH
14 META PLATFORMS INC META 30303M102 $3.2M 1.21% 5,753 SH
15 MICROSOFT CORP MSFT 594918104 $2.9M 1.10% 7,895 SH
16 NVIDIA CORPORATION NVDA 67066G104 $2.9M 1.10% 14,676 SH
17 TEXAS INSTRS INC TXN 882508104 $2.8M 1.03% 9,249 SH
18 QUALCOMM INC QCOM 747525103 $2.6M 0.96% 13,937 SH
19 SCHWAB STRATEGIC TR SCHV 808524409 $2.5M 0.93% 71,569 SH
20 INVESCO QQQ TR QQQ 46090E103 $2.4M 0.91% 3,305 SH
21 VANGUARD CHARLOTTE FDS BNDX 92203J407 $2.4M 0.89% 49,132 SH
22 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.3M 0.87% 39,980 SH
23 BRISTOL-MYERS SQUIBB CO BMY 110122108 $2.3M 0.86% 39,881 SH
24 MEDTRONIC PLC MDT G5960L103 $2.3M 0.86% 29,271 SH
25 VANGUARD BD INDEX FDS BIV 921937819 $2.3M 0.85% 29,588 SH
26 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.3M 0.84% 9,538 SH
27 PRICE T ROWE GROUP INC TROW 74144T108 $2.2M 0.84% 19,706 SH
28 AMAZON COM INC AMZN 023135106 $2.2M 0.83% 9,329 SH
29 VANGUARD SCOTTSDALE FDS VONV 92206C714 $2.2M 0.83% 20,758 SH
30 VANGUARD SCOTTSDALE FDS VMBS 92206C771 $2.1M 0.79% 45,203 SH
31 OLD REP INTL CORP ORI 680223104 $2.0M 0.76% 49,708 SH
32 SCHEIN HENRY INC HSIC 806407102 $2.0M 0.75% 23,835 SH
33 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.0M 0.74% 4,152 SH
34 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.0M 0.74% 23,651 SH
35 PEPSICO INC PEP 713448108 $1.9M 0.71% 13,985 SH
36 ISHARES TR IGSB 464288646 $1.9M 0.71% 36,055 SH
37 HCI GROUP INC HCI 40416E103 $1.8M 0.69% 10,534 SH
38 SPDR INDEX SHS FDS SPDW 78463X889 $1.8M 0.69% 36,516 SH
39 UNITED PARCEL SVCS INC UPS 911312106 $1.8M 0.67% 16,736 SH
40 CARRIER GLOBAL CORPORATION CARR 14448C104 $1.8M 0.66% 24,063 SH
41 KIMBERLY-CLARK CORP KMB 494368103 $1.8M 0.66% 15,978 SH
42 VANGUARD WHITEHALL FDS VWOB 921946885 $1.7M 0.65% 26,007 SH
43 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $1.7M 0.65% 3,209 SH
44 AXOS FINANCIAL INC AX 05465C100 $1.7M 0.65% 17,836 SH
45 INVESCO EXCH TRADED FD TR II SPLV 46138E354 $1.7M 0.62% 22,126 SH
46 ARCHER DANIELS MIDLAND CO ADM 039483102 $1.6M 0.61% 21,216 SH
47 ORACLE CORP ORCL 68389X105 $1.6M 0.61% 11,054 SH
48 LOWES COS INC LOW 548661107 $1.6M 0.61% 7,345 SH
49 OTIS WORLDWIDE CORP OTIS 68902V107 $1.6M 0.60% 22,228 SH
50 PROGRESSIVE CORP PGR 743315103 $1.5M 0.56% 6,798 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $267.2M 208 0001703556-26-000007
2026-03-31 2026-04-03 $244.5M 208 0001703556-26-000004
2025-09-30 2025-10-30 $237.0M 202 0001703556-25-000010